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DOWNLOAD SPI4 AND AUDIT RESOURCES FOR FREE
The SPI4 questionnaire, SPI4 Audit Guide, templates and other resources to conduct an audit can be accessed for free at www.cerise-spm.org.
Financial service providers can use SPI4 to self-assess, or work with an external auditor for a more in-depth and objective assessment. A SPI4 audit involves three phases: preparation (1-2 days), field visit and interviews (2-6 days), reporting and action planning (1-2 days).
In exchange for using SPI4 for free, CERISE requests users to inform us on the use of SPI4 and to send us the completed SPI4 questionnaire, for confidential entry into our benchmarking database.
CONTACT US TO KNOWMORE ABOUT OURTOOLS AND SERVICES
+33 (0)1 40 36 92 [email protected]
BECAUSE HAVING A SOCIAL MISSION IS NOT THE SAME AS ACHIEVING IT
You can’t manage what you don’t measure. Social performance management refers to the systems that organizations use to achieve their stated social goals.
SPI4 guides you on the SPM journey.
Î Learn how to build mission-driven management systems while assessing your practices
Î Showcase your social achievements with the SPI4 social dashboard
Î Reduce time spent on social reporting
Î Compare results to peer benchmarks, to get a fresh perspective see where to focus improvement.
CERISE’S OFFER FOR FINANCIAL SERVICE PROVIDERS
Online and on site trainings on SPM and SPI4
Technical assistance
• Refining social impact strategies
• Identifying and reporting social indicators
• Designing social dashboards
• Improving processes and systems
• Training and coaching staff to embed SPM
Coaching and help desk support for social audits
External assessments
Post assessment support• Benchmark reports• Prioritizing recommendations,
implementing action plans
SOCIAL PERFORMANCE INDICATORSSOCIAL AUDIT TOOL FOR MISSION-DRIVEN FINANCIAL SERVICES PROVIDERS
THE STANDARD IN SOCIAL PERFORMANCE ASSESSMENT
CERISE SPI4 is a social performance audit tool to help financial service providers achieve their social mission. Since 2001, microfinance institutions worldwide have used CERISE SPI to assess and improve policies, procedures and products.
Today in its fourth version, the SPI4 is aligned with the Universal Standards for Social Performance Management promoted by the Social Performance Task Force, which include the Smart Campaign Client Protection Principles.
SPI4 brings together industry standards under one tool, offering a common language for reporting to investors, funders and regulators.
Join the 570+ financial service
providersworldwide who have
adopted CERISE SPI4’s unifying
approach to social performance
management.
35
54
91
87
14 Brazil
25 Bolivia
15 Mexico
12 Jamaica
13 Peru
23 Ecuador
11 Morocco
15 Senegal
13 Benin
11 DRC
22 Uganda
19 Pakistan
29 Philippines
13 Indonesia
24 India
12 Rwanda
11 Tanzania
28 Ghana
16 Nicaragua14 Burkina Faso
13 Cambodia
9 Kenya
9 Myanmar
13 Togo
9 Guatemala
CONTACT US TO KNOWMORE ABOUT OURTOOLS AND SERVICES
+33 (0)1 40 36 92 [email protected]
CERISE SPI4 is the universal social performance assessment tool, designed by CERISE and the Social Performance Task Force to measure implementation of the Universal Standards for Social Performance Management, including the Smart Campaign Client Protection Principles.SPI4 is a complete audit tool that can help financial service providers generate their social statements, benchmark results against a worldwide database, dialogue with partners and meet social reporting obligations.
Learn more at https://cerise-spm.org
SOCIAL PERFORMANCE INDICATORSSOCIAL AUDIT TOOL FOR MISSION-DRIVEN FINANCIAL SERVICES PROVIDERS
SPI4 IN NUMBERS AS OF OCTOBER 2019
828ASSESSMENTS COMPLETED
47IN THE PIPELINE
581DIFFERENT FSPS
82DIFFERENT COUNTRIES
1 250PEOPLE TRAINED IN SPI4
146QUALIFIED AUDITORS WORLDWIDE
TOP COUNTRIES REPORTING WITH SPI4
COMPREHENSIVE
Brings together industry standards under one tool, including the Smart Cam-paign; compatible with repor-ting formats such as MIX and the Microfact Factsheet; including the «Green Index» and Truelift (poverty).
USER-FRIENDLY
Easy-to-use Excel file shows results in the Social Dashboard. Available in English, French, Spanish, Russian, Portuguese, Indonesian, Arabic.
COMPARABLE
Compare your SPI4 results to benchmarks by world, region, legal status and more from the confidential SPI4 database.
FREE
SPI4 tool, audit resources and step by step guides to walk you through the audit process are available online for free at cerise-spm.org
ONLINE
By the end of 2019, users can fill in the SPI4 on line with our new web-based application!
Countries where SPI4 is widely used
countries with more than 8 FSPs reporting
countries with less than 8 FSPs reporting
